Oracle Customer Hub Data Sheet

1 Oracle DATA Sheet | Oracle Customer HUB KEY FEATURES TRUSTED MASTER Customer DATA Comprehensive Customer Data Model Roles and Hierarchical Relationships Vertical and Related Child Data Entities Industry Variants: Includes Financial Services, High Tech, Communications, Higher Education, etc. CONSOLIDATE List Import Workbench for business friendly approach to load data. Cross Reference of Parent and Child Entities Source Data History for Data Lineage and Rollback Rules Based Survivorship for Parent and Child Entities CLEANSE Address Validation against postal reference files Enhanced Matching on all names, address and identification data including multi-language Data Decay detection, metrics and prevention capabilities.

2 Guided Merge/Un-Merge Enrichment with 3rd Party content providers. GOVERN Data Governance Manager Advanced Hierarchy Policy and Privacy Management Enhanced Stewardship: Includes richer set of features and better user experience. MDM Analytics: Includes Completeness and Accuracy Dashboards Oracle Customer Hub (also known as Siebel Universal Customer Master or Siebel UCM) is Oracle s lead Master Data Management (MDM) solution. Oracle Customer Hub (OCH) leverages the unrivaled domain expertise of the Siebel Customer Relationship Management data model and platform. This has been further developed to provide for MDM-specific functions & Best Practice processes to deliver a rich and complete MDM solution with many unique capabilities.

3 OCH s comprehensive functionality enables an enterprise to manage Customer data over the full Customer lifecycle: data capture, standardization and correction of names and addresses; identification and merging of duplicate records; enrichment of the Customer profile; enforcement of compliance and risk policies; and the distribution of a single source of truth best version Customer profile to operational systems. Overview Ora cle Customer Hub is designed to perform as a source of clean, complete, distinct and accurate Customer data for the entire organizational enterp rise. The pri mary ro les of OCH are: Consolidate & govern a unique, complete and accurate set of Master Customer information from across the enterprise.

4 Track & maintain changes over time; enhance and deepen the context. Distri bute this inf ormation as a single point of truth to all opera tiona l & analyti cal appli ca tions just in time To accomplis h this, OCH is org anized around five key pill ars with many distinct capabilities under each pill ar. The following figure ill ustrates these pillars of Oracle Customer Hub. Figure 1: Detailed OCH functionality Oracle DATA Sheet 2 SHARE Composite and Granular Web services Library Pre-built Integration with Operation applications using AIA KEY BENEFITS Oracle Customer Hub delivers a high return on in vestment by enablin g an organization to reali ze the fo llo wing key benefits.

5 BUSINESS GROWTH Increases Cross- sell/up- sell Improves call center productivity Reduces marketing mailing costs Improves Customer retention OPERATIONAL EFFICIENCY Reduce data management costs Lower sales order errors Reduce sales cycle time(B2B) Improve campaign response rate COMPLIANCE Reduce non-compliance risks Reduce credit risk costs Lower reporting costs IT AGILITY Reduces cost by sun- setting legacy systems Improve time to take new projects to market Lower TCO Truste d Customer Data is held in a ce ntral MDM schema. Consolidation services manage the movement of master data into the central store . Cleansing serv ices de-duplicate, standardize and augment the master data.

6 Governance serv ices control access, re tri eval, privacy, audit and change management ru les. Sharing serv ices include integra tion, web serv ices, event propagation, and global standards based synchronization. These pillars utilize generic serv ices fro m the MDM Foundation layer and extend them with business entity specific serv ices and verti cal extensions. Master Trusted Customer Data Ora cle Customer Hub masters trusted Customer data that inc ludes the following key characteristics: Comprehensive Customer Data Model The OCH data model is an enhanced version of the Siebel Party model (as used in Siebel CRM) and has evolved and developed over many years to the point where it is able to master not only the Customer profile attributes required in the front office but also those required by all applications and systems in the enterprise Roles and Relationships OCH pro vides support for managing the roles and hiera rc hical re lationships not only wit hin a master entity but also across master entities.

7 In addition, OCH also provides capabilities to view and store hierarchical history information of master records. Related and Child Data Entities and its Configuration OCH is designed to store all related and child level Customer entities such as Addresses, Related Organizations, Related Persons, Assets, Financial Accounts, Notes, Campaigns, Partners, Affiliations, Privacy and so on. By leveraging the proven Siebel platform, OCH enables users not only to customize and extend existing entities but also to add new child and related entities. Industry Variants The prebuilt Customer data model is designed to model and store the Customer profile attributes for many major vertical markets and industries, including, but not limited to: Financial Services, Telecommunications, Utilities, Media, Manufacturing, Retail Consumer Goods, HighTech, Public Sector and Higher Consolidate Customer data is distributed ac ro ss the enterp rise.

8 It is typi cally fragmented and duplica ted acro ss opera tional silos, resulti ng in an inability to provide a single, trusted Customer pro file to business consumers . It is often impossible to de termine which vers ion of the cus tomer profile (in which system) is the most accurate and complete. The Consolidate pillar resolves this issue. Oracle DATA Sheet 3 Figure 2: Consolidate OCH solves this problem by deli ve ring the rich set of interf aces, standard s complia nt serv ices and pro cesses necessary to consolidate Customer information fro m across the enterp rise.

9 This allows the deploy ing org anization to implement a single consolidation point tha t spans multiple langua ges, data formats, integra tion modes , tec hnologies and standards. Some of the key features in the Consolidate pil lar include: List Import Workbench The List import work bench ha s been enhanced significantly to empower business users to load data int o the hub through metadata and template driven approaches including support for flat files, XML fil es and excel files. The import work bench also includes new user interf aces to resolve error conditi ons. In addition to providing a hi gh pe rf ormance, high volume batch import, the list import functi onality is also availa ble as a web service for real time integration.

10 Identification and Cross-Reference To ca pture the best vers ion Customer pro file , OCH pro vides a pre built and extensible Customer lif ecycle management pro cess. This process manages the steps necessary to build the trusted best vers ion Customer profile : i dentification; re gistration; cleansing; matching; enri chment; linking; to create the best vers ion Customer pro file . The best vers ion Customer record also levera ges UUID to uniquely ide ntify the record ac ross the entire enterprise. The Customer re cord along with the related child re cords are tacked across the enterp rise by using one-to-many cro ss re ferencing mechanism between the OCH Customer Id and ot her applications Customer record s.